AI Agent Audits for Consultants

A repeatable audit starts with the same scope questions for every client: which agents exist, what tools they use, what those permissions allow and where people remain in control.

Roxea keeps the method consistent while leaving room for the client’s actual workflow and risk decisions.

Spreadsheets work for discovery, but they are awkward for findings, accepted risks, action ownership and report revisions. Roxea keeps those records attached to the agent that created the question.

Client-ready reports explain the scope, top findings and recommended actions before moving into agent-level detail. The report states that it relies on declared information, so the limits of the work remain clear.

Pro and Business plans include demo workspace templates. Use realistic sample agents and tools to walk a prospect through the review before asking for client data.

Assign actions, add due dates and track which findings have been addressed. The client leaves with a working backlog rather than a static list of concerns.